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Hantz Financial Services’s New Oriental EDU Stock Holding History

Hantz Financial Services’s Portfolio EDU Stock Details EDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$251K Sell
4,436
-409
-8% -$23.4K ﹤0.01% 908
2025
Q4 		$267K Buy
4,845
+1,450
+43% +$79.5K ﹤0.01% 749
2025
Q3 		$180K Buy
3,395
+2,490
+275% +$123K ﹤0.01% 771
2025
Q2 		$49K Buy
905
+797
+738% +$37.8K ﹤0.01% 966
2025
Q1 		$5K Sell
108
-39
-27% -$2K ﹤0.01% 1144
2024
Q4 		$9K Hold
147
– – ﹤0.01% 827
2024
Q3 		$11K Sell
147
-40
-21% -$2.74K ﹤0.01% 785
2024
Q2 		$15K Hold
187
– – ﹤0.01% 752
2024
Q1 		$16K Hold
187
– – ﹤0.01% 778
2023
Q4 		$14K Hold
187
– – ﹤0.01% 768
2023
Q3 		$11K Hold
187
– – ﹤0.01% 791
2023
Q2 		$7K Hold
187
– – ﹤0.01% 829
2023
Q1 		$7K Hold
187
– – ﹤0.01% 835
2022
Q4 		$7K Sell
187
-39
-17% -$1.1K ﹤0.01% 806
2022
Q3 		$5K Hold
226
– – ﹤0.01% 844
2022
Q2 		$5K Hold
226
– – ﹤0.01% 840
2022
Q1 		$3K Sell
226
-73
-24% -$1.06K ﹤0.01% 926
2021
Q4 		$6K Sell
299
-147
-33% -$3.17K ﹤0.01% 746
2021
Q3 		$9K Sell
446
-48,895
-99% -$1.55M ﹤0.01% 703
2021
Q2 		$4.04M Buy
49,341
+7,687
+18% +$933K 0.15% 176
2021
Q1 		$5.83M Buy
41,654
+5,973
+17% +$1.04M 0.24% 122
2020
Q4 		$6.63M Buy
35,681
+2,116
+6% +$356K 0.3% 102
2020
Q3 		$5.02M Buy
33,565
+1,963
+6% +$284K 0.26% 119
2020
Q2 		$4.12M Buy
31,602
+1,305
+4% +$159K 0.23% 136
2020
Q1 		$3.28M Buy
+30,297
New +$3.89M 0.23% 141

Other funds holding EDU

FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hantz Financial Services's EDU Position: Q1 2026 in Review

Hantz Financial Services reduced its New Oriental (EDU) stake by 8.4% in Q1 2026, selling an estimated $23.4K and leaving 4,436 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Hantz Financial Services first reported a position in EDU in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.63M in Q4 2020. 178 funds tracked by Wall St. Rank hold EDU as of Q1 2026.

  • Hantz Financial Services held 4,436 shares of New Oriental worth $251K as of Q1 2026.
  • Hantz Financial Services sold 409 New Oriental shares in Q1 2026, an estimated $23.4K.
  • New Oriental made up ﹤0.01% of Hantz Financial Services's portfolio in Q1 2026, its #908 holding.
  • Hantz Financial Services first reported a position in New Oriental in Q1 2020 and has held it in 25 quarters since.
  • Hantz Financial Services's New Oriental position peaked at $6.63M in Q4 2020.
  • 178 funds tracked by Wall St. Rank held New Oriental as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.